Jobs

Our client, a family owned, community bank seeks to hire a team lead for their investment group. They are looking for someone to fit into their culture of exceeding client’s expectations in a positive environment. They are known for their work/life balance and family focus. DesMoines, one of the fastest-growing metros in the country, has been named the #1 Best Affordable Place to Live (U.S. News & World Report, 2017) and one of the Top 5 Best Place for Business and Careers (Forbes, 2017).....

Our client seeks a Wealth Fiduciary Consultant to consult with High Net Worth (HNW), Ultra High Net Worth (UHNW), and Business Clients. This is an expanding company with an entrepreneur flair. They are growing through acquisitions and organically. As Wealth Fiduciary Consultant, you will have the opportunity to grow with the company. The position is open due to an internal transfer. Duties: As Wealth Fiduciary Consultant, your duties will include: Act as relationship manager to an inherited....

Our client, named one of Forbes best places to work is growing both organically and through acquisitions. They are looking for a Junior Personal Wealth / Fiduciary Officer who is customer oriented. This is a new position in Tulsa. They are looking for someone to grow with them. They offer a base salary and incentive on new business. Duties: As Junior Personal Wealth / Fiduciary Officer, you will: Administer a small book of accountsAssist Trust Officers with client serviceGrow existing book of....

Our client, a great company with a great reputation seek to hire a Senior Trust/Fiduciary Officer. For the last seven years, they have been in the top three ranking of Bank Director Magazine. This is a very customer centric bank with low employee turnover. They seek a Senior Trust/Fiduciary Officer to administer existing accounts and help close business from banker referrals and centers of influence. Duties: As Senior Trust/Fiduciary Officer you willAdminister a variety of accounts i.e.....

Our client seeks to hire someone to be their lead Wealth Fiduciary Officer. This is an expanding company with an entrepreneur flair. They are growing through acquisitions and organically. As Wealth Fiduciary Officer, you will have the opportunity to grow with the company. The position is open due to an internal transfer. Duties: As Wealth Fiduciary Officer, your duties will include: Mentor junior officers; be the “go to” person for fiduciary questions.Administer a variety of accounts i.e.....

Our client consistently named one of the Best Performing Community Banks in the U.S. Employer seeks to hire a trust administration officer. The position offers variety in the type of accounts managed. Additionally, our client is looking at succession planning with this hire. This area of West Texas is offers beautiful landscape, a multi-cultural community, and one of the safest places in the country to live. Duties: As Trust Administration Officer, your duties will include: Client service and....

Our client located in Northern IN, a successful, well respected, multi-state institution; consistently voted Best Employer seeks to hire a Trust Officer / Relationship Manager. As Trust Officer / Relationship Manager you will act as the relationship manager to high net worth clients. You will work with their investments, trusts and agency accounts. You will administer trust (fiduciary) accounts and continue to build on existing relationship i.e. new business. This position in Northern IN is in

Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth clients (HNW) insuring their investments are meeting their stated objectives. This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth. Situated in the Ozarks, this is a regional hub offering restaurants, entertainment, and medical facilities for the region. Duties: Develop new business

Our client seeks to hire a trust/fiduciary sales officer. This is an expanding company with an entrepreneur flair. They are growing through acquisitions and organically. As Trust Business Development Officer, you will participate in a robust, uncapped incentive plan. Duties: As Trust Business Development Officer, you will: Sell trust, investment agencies, foundations, and institutional products to HNW clients ($1 million and above) and businesses.Build rapport with commercial lenders, private....

Duties: As Sr. Investment Officer, you will: Lead investment team.Oversee and update when needed the investment philosophy, policies, and procedures.Evaluate and recommend investment vehicles – stocks, bond, mutual funds, etc. to be selected for portfolios.Review and develop model portfolios; migrate client accounts to model portfolios. Personally manage a small portfolio of accountsParticipate in new business opportunities.Qualifications: As successful candidate for Sr. Investment Officer,....

Our client, very stable and profitable, seeks to hire a Trust Officer. This is a great company with a great reputation. For the last seven years, they have been recognized by Bank Director Magazine. This is a very customer centric bank with low employee turnover. Our client offer a generous base salary plus profit sharing, 401(k) and stock options. Duties: As Trust Officer you willAdminister a variety of personal trust accounts. Work with estate planning and family partnershipsWork with oil....